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Create a user (customer)

You can find the users menu under “Users” and by selecting “Users” from the dropdown menu.Customers are users who have either created a user in the customer portal or users for whom you have created a login from this page.Customers differ from Authorized account users, in that they are under your companies’ direct control.

Users come in three types.

Merchant Users

Authorized Users

Customers

You can create new customer users using the “Create customer” Button. This button will open a new window where you can enter all relevant information.

Label

Required

Description

Prefix

Yes

Select one of the options for the preferred prefix of this user

First Name

Yes

Enter the first name of this user.

Last Name

Yes

Enter the last name (surname) of this user.

E-mail address

Yes

The email address used to communicate with this user. Please make sure this is a valid address or the user will not be able to log in or receive messages.

Type

Yes

Enter the users type. Merchant users are the only ones with access to the administrative portal.

Account

Yes

If the user is a authorized account user you can change the account the user belongs to. For Merchant Users this should be your own account.

Role

Yes

Roles are explained their own section. You can change the users role based on the available roles you have created.